Method Community

Thanks again Mortaza, I do have a question. When I get to step 15 I am not sure how to set up the delete rules. I have two variables, activity status and date range. How do I set up the delete from table rules? Thanks again!!!

Thank you Mortaza! I'll give that a shot.

I created a loop that includes activities within a date range but now I am not sure how to use that loop to only delete the activities within it:( 

We have recently had some personel changes and due to training time for our new sales rep we have many activities that have not been completed that we would like to either mark as completed or simply delete from CRM. We have about 300 in total. Is there an easy way to make a button to either of these things?

Thank you Audisho, as per usual, you are THE MAN!!! I knew there was something I wasn't thinking about and that absolutely makes sense.

I am trying to add a text box field to my edit customer screen so that we can keep simple notes on each customer. We only need to be able to write one or two words and it does not need to synch with QB. So I added a text box object to the edit customer screen but when we add a note it does not save. I feel I may be missing someting simple here but ...

Thank you Audisho! You are the man!!! That works just fine, I think I may be good to go now on the activitiy import. Thank you again for your diligence and support!!!!

Sorry, I wanted to clarify that my experience with you has been very good and more than helpful, What I meant in my previous post in regard to speaking with a supervisor is as far as how much work it has been to facilitate the movement of our activities. I didn't want you to think that I am anything less than grateful for all of your help! ...

Thank you Audisho,! I am still getting the error that it exceeds 8000 charatcters when I try and import but when I check the recurrent activity box I am able to get it to populate so that is fine. The next issue is that I cannot get the activities to add the contact and company information. When I click on the ... next to contact in an activity ...

Here is the error I get when I try to import with the recurrenceinfo field populated. I managed to get one transferred as a test and it fixed my series issue with the linked activities but it was one that did not give me this error. I tried skipping a few but I get this for A LOT of them. What should/can I do? ERROR:Value 10194 09:17 AM ...